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USSPX USAA S&P 500 Index Member

12 lower fee alternatives found

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Fund USSPX USAA S&P 500 Index Member IVV iShares Core S&P 500 VOO Vanguard 500 ETF  
100% 99% 99%
Annual Fees
(0.26% Exp. Ratio)
(0.04% Exp. Ratio)
(0.05% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.72% annual return
$49,101.11 $52,456.32 $52,299.12
Est. savings over 30 yrs +$3,355.21 +$3,198.01
As of 9/30/16
1 YR RETURN 15.16%
3 YR 10.87%
5 YR 16.08%
10 YR 6.99%
1 YR RETURN 15.37%
3 YR 11.10%
5 YR 16.30%
10 YR 7.18%
1 YR RETURN 15.39%
3 YR 11.12%
5 YR 16.33%
10 YR --
The investment seeks to match, before fees and expenses, the performance of the stocks composing the S&P 500 Index. The fund's principal investment strategy is, under normal market conditions, to invest at least 80% of the fund's assets in the common stocks of companies composing the S&P 500 Index. In seeking to track the performance of the S&P 500 Index, the fund's subadviser, Northern Trust Investments, Inc. (NTI), attempts to allocate the fund's investments among stocks in approximately the same weightings as the S&P 500 Index, beginning with the stocks that make up the larger portion of the index's value.
The investment seeks to track the investment results of the S&P 500® (the "underlying index"), which measures the performance of the large-capitalization sector of the U.S. equity market. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It may invest the remainder of its assets in certain futures, options and swap contracts, cash and cash equivalents, as well as in securities not included in the underlying index, but which the advisor believes will help the fund track the underlying index.
The investment seeks to track the performance of a benchmark index that measures the investment return of large-capitalization stocks. The fund employs an indexing investment approach designed to track the performance of the Standard & Poor's 500 Index, a widely recognized benchmark of U.S. stock market performance that is dominated by the stocks of large U.S. companies. The advisor attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


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